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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Overview Fund Activity

115 hedge funds and large institutions have $680M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
35
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGI
1
Summit Global Investments
Utah
$7.61M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$6.58M
3
AIC
3
Ameritas Investment Company
Nebraska
$7.59M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.35M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$7.43M
2
Bank of America
2
Bank of America
North Carolina
$59.2M
3
UWM
3
USAdvisors Wealth Management
Minnesota
$723K
4
CCFM
4
Clear Creek Financial Management
Washington
$1.61M
5
TWP
5
Tower Wealth Partners
Pennsylvania
$400K
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
51
Focus Financial Network
Minnesota
$814K 22,077 +14,213 +181%
COF
52
Capital One Financial
Virginia
$802K 21,760 -385 -2%
MW
53
Marcum Wealth
Ohio
$754K 20,471 +20,471 New
UWM
54
USAdvisors Wealth Management
Minnesota
$723K 19,622 -237,852 -92%
KWM
55
Kingsview Wealth Management
Oregon
$703K 18,825 +1,839 +11%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
– – – –
MFW
57
Mosaic Family Wealth
Missouri
$621K 16,846 -2,454 -13%
SWP
58
Stratos Wealth Partners
Ohio
$620K 16,837 -2,811 -14%
ECM
59
Evergreen Capital Management
Washington
$609K 16,525 – –
NL
60
NWAM LLC
Washington
$588K 15,947 -939 -6%
MFG
61
Merit Financial Group
Georgia
$570K 15,458 -1,374 -8%
IDA
62
Intelligence Driven Advisers
California
$568K 15,418 -3,405 -18%
W
63
Wealthquest
Ohio
$550K 14,944 -1,178 -7%
TRCT
64
Tower Research Capital (TRC)
New York
$541K 14,684 -18,323 -56%
OCM
65
Orion Capital Management
California
$540K 14,647 -8,595 -37%
QCM
66
Quest Capital Management
Texas
$514K 13,957 -560 -4%
PIMG
67
Patriot Investment Management Group
Tennessee
$449K 12,191 – –
Barclays
68
Barclays
United Kingdom
$438K 11,899 +11,899 New
HI
69
Harbour Investments
Wisconsin
$401K 10,875 +10,875 New
TWP
70
Tower Wealth Partners
Pennsylvania
$400K 10,868 -219,022 -95%
IA
71
IFP Advisors
Florida
$371K 9,948 -1,080 -10%
FTS
72
Fifth Third Securities
Ohio
$343K 9,290 +9,290 New
Wells Fargo
73
Wells Fargo
California
$340K 9,217 +5,325 +137%
APA
74
American Portfolios Advisors
New York
$324K 8,791 -247 -3%
PGAM
75
Princeton Global Asset Management
New Jersey
$323K 8,771 -2,005 -19%
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